Morningstar

Fidelity Healthy Future FAPHX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 13.52  /  −0.22 %
  • Total Assets 12.5 Mil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.10%
  • Turnover 68%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 4:34 AM GMT+0

Morningstar’s Analysis FAPHX

Will FAPHX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FAPHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FAPHX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FAPHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Fidelity Healthy Future’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FAPHX

More FAPHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.17 960,734
Technology

Procter & Gamble Co

6.23 732,262
Consumer Defensive

Tesla Inc

5.04 592,011
Consumer Cyclical

Thermo Fisher Scientific Inc

4.54 533,606
Healthcare

Vertex Pharmaceuticals Inc

3.97 466,968
Healthcare

UnitedHealth Group Inc

3.74 439,610
Healthcare

Regeneron Pharmaceuticals Inc

3.73 438,151
Healthcare

Danaher Corp

3.44 404,260
Healthcare

Nestle SA

3.43 403,043
Consumer Defensive

Colgate-Palmolive Co

2.95 346,272
Consumer Defensive

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